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As the year reaches its midpoint, Vermont small businesses need more than just an annual tax review to stay healthy. This June checklist outlines four essential financial moves—from running a variance analysis to modeling seasonal cash flow—to help you catch bookkeeping errors early, pivot your strategy, and ensure a profitable, stress-free finish to the year.

For many business owners, reviewing financial reports feels like looking in a rearview mirror.

For many small business owners, bookkeeping is seen as a 'necessary evil'—a task of data entry and receipt tracking that keeps the lights on.

In the early stages of a business, financial management is often a patchwork of different systems, advisors, and processes.